With mounting pressure to keep pace with demand for investor due diligence, today’s market is full of challenges to stay competitive. This is why the Geneva® team works tirelessly to ensure the platform continues evolving. Join John Berthiaume and Claire Fix as they dive into what enhancements make the April 2024 Geneva release so special.
Speakers
John Berthiaume
Director, Product Management, SS&C Advent
John Berthiaume is a Director on the Geneva Product Management team and is based out of Boston, MA. He graduated from the University of Rhode Island with a BS in Finance. John joined SS&C Advent in 2008 and has previously held roles within the support and relationship management organizations. In his current role, he is focused on working with clients to understand their needs and how we can best address those within the Geneva roadmap.
Claire Fix
Senior Relationship Manager, SS&C Advent
Claire Fix is a Senior Relationship Manager within the Customer Success Organization at SS&C based out of San Francisco. In her role she manages a book of strategic accounts making it her mission to deeply understand her clients' business and ensuring they maximize their investment in SS&C products and services. Prior to this role, she successfully lead a support team at SS&C with a focus on client satisfaction and operational excellence. Claire holds a B.A. in Anthropology/Sociology from Lewis & Clark College.
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.